I'm with Lance. My logic tells me my buckets should match my accounts or
else I have no way of knowing if the buckets represent reality or merely
what I hope is reality.
Mvelopes (slow, ugly, unpleasant, faceless) actually has a report you can
run to make sure your buckets (envelopes) and accounts
On Apr 4, 2009, at 12:25 AM, Terry Norton wrote:
> In this example you're simply not using the correct MoneyFlow date.
> Go to dinner on 3-31, that's fine. Then on 4-2 enter the
> transaction date as 3-31 because that's when you went to dinner.
> Seems the fly in your soup is when you a
Hi! I'm still in my first month using Moneywell, so I'm still trying
to get a handle on it. I'm using the latest version (1.4.4), and I'm
seeing a bunch of quirks, but I can't tell if it's just me or bugs in
the software.
First, I have a bunch of scheduled transactions. I have my Define
Future Pe
On Apr 4, 2009, at 7:36 AM, The Very Large Corporation of wrote:
> I'm with Lance. My logic tells me my buckets should match my
> accounts or else I have no way of knowing if the buckets represent
> reality or merely what I hope is reality.
>
> Mvelopes (slow, ugly, unpleasant, faceless) actua
On Apr 4, 2009, at 8:49 AM, Jenn wrote:
> Hi! I'm still in my first month using Moneywell, so I'm still trying
> to get a handle on it. I'm using the latest version (1.4.4), and I'm
> seeing a bunch of quirks, but I can't tell if it's just me or bugs in
> the software.
>
> First, I have a bunch o
On Apr 4, 2009, at 12:31 AM, Tony wrote:
>
> "but I believe the tips from the video tutorial and the Debt Payment
> bucket should only be used if you have credit cards with balances that
> you are NOT paying off in full every month."
>
> The problem I see, with this alone is that if you do not r
> n my case, I actually need to include the credit card balances in my
> starting cash flow balance. This effectively negates part of my
> checking account as those funds are reserved for future credit card
> payments and should not be available for spending.
>
> In addition, when I download my tra
"you must account for the Credit Card balance when initially setting
up your Cash Flow"
I'm not sure what you mean or how I do that. Say I get a $500 check.
Deposit it into my Checking Account. On that deposit transaction, I'm
also selecting the Salary Bucket for that amount to go to for
spendi
Hi Kevin,
I am already getting direct downloads from US Bank (5.95 per month) to
my Quicken 2006 app. I've had this for many years. It must be
enabled. Had to let this sit on the back burner for several months,
but do want to get moneywell working. However, I will give them
another call. The l
Hey, Tony,
I wasn't really referring to the on-going process of what to do when
get a check, but rather when you setup MoneyWell.
For example...
You have $500 in checking, and $100 on a credit card. Your actual
cash available is $400, not $500. Because you plan on paying off this
credit
Kevin,
With this newest version of MoenyWell, there is an odd effect when
creating a transfer.
Now, when a create a transfer either in the transaction detail or by
dragging one account on top of the other, both the deposit and
withdrawal side of the transfer appear in the register, even th
On Apr 4, 2009, at 12:57 PM, The Watkinson Family wrote:
> With this newest version of MoenyWell, there is an odd effect when
> creating a transfer.
>
> Now, when a create a transfer either in the transaction detail or by
> dragging one account on top of the other, both the deposit and
> withdraw
Bucket totals are simply earmarks for your incoming money - meta-
accounts that only make sense in the context of trying to spend less
than you earn. They should not be tied to any particular accounts, and
if you are honest about spending only what you earn when allocating
money, these balances sh
On Apr 4, 2009, at 10:48 AM, Folkhearts wrote:
> I am already getting direct downloads from US Bank (5.95 per month) to
> my Quicken 2006 app. I've had this for many years. It must be
> enabled. Had to let this sit on the back burner for several months,
> but do want to get moneywell working.
On Apr 4, 11:22 am, Druzyne wrote:
> Bucket totals are simply earmarks for your incoming money - meta-
> accounts that only make sense in the context of trying to spend less
> than you earn. They should not be tied to any particular accounts, and
> if you are honest about spending only what you e
On Apr 4, 2009, at 10:41 AM, Tony wrote:
> "you must account for the Credit Card balance when initially setting
> up your Cash Flow"
>
> I'm not sure what you mean or how I do that. Say I get a $500 check.
> Deposit it into my Checking Account. On that deposit transaction, I'm
> also selecting
How do others use the various transaction statuses?
This is my understanding of what they should mean, but MoneyWell seems
to interpret these slightly differently:
Open: a manually entered transaction that has physically taken place
but not yet posted to your account (
Cleared: A transaction tha
On Apr 4, 2009, at 3:00 PM, Lance wrote:
> How do others use the various transaction statuses?
>
> This is my understanding of what they should mean, but MoneyWell seems
> to interpret these slightly differently:
>
> Open: a manually entered transaction that has physically taken place
> but not y
On Apr 4, 1:33 pm, Kevin Hoctor wrote:
> You need open transactions to be counted because before your account
> is reconciled, you need to know that you've already spent the money
> and it's out of your account.
>
But isn't this the purpose of the buckets? If you respect your bucket
balances
...and won't come back, nor can I "enter" or save new ones.
MW was acting all buggy for a bit - really bogged down, lagging bad,
and such. After I saved, closed, and reopened, there's nothing in the
Memorized area.
While I'm here, I'm also having a 100% crash rating when I have two
files opened
On Apr 4, 2009, at 4:10 PM, Lance wrote:
> On Apr 4, 1:33 pm, Kevin Hoctor wrote:
>> You need open transactions to be counted because before your account
>> is reconciled, you need to know that you've already spent the money
>> and it's out of your account.
>>
>
> But isn't this the purpose of t
On Apr 4, 2009, at 5:00 PM, RiverKeeper wrote:
> ...and won't come back, nor can I "enter" or save new ones.
>
> MW was acting all buggy for a bit - really bogged down, lagging bad,
> and such. After I saved, closed, and reopened, there's nothing in the
> Memorized area.
>
Jason,
I've heard thi
It appears that several users, myself included, have had problems getting
accounts to match buckets. See
http://groups.google.com/group/no-thirst-software/browse_thread/thread/47131b626d6d1f0e/880dafe408c890ce?hl=en#880dafe408c890ce
daniel
On Sat, Apr 4, 2009 at 11:48 AM, Lance wrote:
>
> On A
On Apr 4, 3:46 pm, Kevin Hoctor wrote:
> Now you sound like you're just trying to pick a fight. Both are open
> transactions but one lets you know that the bank has seen it as
> cleared. Why wouldn't you want to know which transactions came in from
> a direct download or an import versus th
> Here's a simplified example to clarify what I'm talking about:
> - I deposit a $1000 bonus check into my checking account, but mark it
> as bucket optional so it doesn't affect my cash flow (and artificially
> inflate my income graphs)
> - At this point my checking account balance is larger than
On Apr 4, 5:47 pm, The Watkinson Family wrote:
> While I do agree that there is little additional utility in the
> cleared flag, I think that your example is a little artificial. By
> depositing a bonus check and not assigning it to a bucket, you are
> creating for yourself a problem. If
26 matches
Mail list logo
